See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,545 | $92,703+306.2% | $82,719+355.2% | $134,475+180.0% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -0.41% | 944.92%-945.3pp | 701.18%-701.6pp | 417.96%-418.4pp |
| Employer contribution / active EE | $2,406 | $3,274-26.5% | $3,009-20.0% | $4,740-49.2% |
| Participant deferral / active EE | $3,790 | $4,802-21.1% | $4,395-13.8% | $6,400-40.8% |
| Admin fee / account holder | $84,720 | $5,983+1316.1% | $5,329+1489.8% | $11,426+641.5% |